How do we specify default field values in CRM Desktop? (Doc ID 1607135.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel CRM Desktop - Version 8.1.1.10 [23021] and later
Information in this document applies to any platform.

Goal

How do we specify default field values in CRM Desktop?

For example, How to default the Account name in Description field of the activity when it is created for an account in CRM desktop ?

 

Solution

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